8 institutions reported holding $20.3M of Advisors Inner /strategas Macro Mom (SAMM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Baird Financial Group, Inc. ($11.8M), ENVESTNET ASSET MANAGEMENT INC ($4.0M), Archford Capital Strategies, LLC ($1.7M), Jaffetilchin Investment Partners, LLC ($1.5M), HighTower Advisors, LLC ($883,173). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $11.8M | 389,152 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 130,878 | Added |
| 3 | Archford Capital Strategies, LLC | $1.7M | 57,277 | New |
| 4 | Jaffetilchin Investment Partners, LLC | $1.5M | 48,275 | Added |
| 5 | HighTower Advisors, LLC | $883,173 | 29,241 | Added |
| 6 | Hilltop Holdings Inc. | $256,727 | 8,500 | Hold |
| 7 | QUANTIFY CHAOS ADVISORS, LLC | $225,961 | 7,481 | Added |
| 8 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31